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ATM and Self-Service Banking Feedback Form Template

Enhance ATM & Self-Service Banking with Real-Time Feedback! Improve Customer Satisfaction and Optimize Financial Services.

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Collect targeted feedback on ATM usability, transaction efficiency, and self-service banking satisfaction. Address issues like downtime, user experience challenges, and transaction errors to enhance customer trust and optimize banking services effectively.

Questions in ATM and Self-Service Banking Feedback Form Template

Each question targets key aspects of ATM and self-service banking to pinpoint issues, improve functionality, and enhance customer satisfaction.

  1. How satisfied are you with your recent ATM/self-service banking transaction?

  • This question evaluates the effectiveness of your ATM or self-service banking transaction process, uncovering pain points such as transaction errors or delays. Insights directly help refine machine functionality and service reliability

  1. How clear were the instructions on the ATM/self-service terminal?

  • This question measures the clarity of instructions on your ATM or self-service terminal, identifying areas of confusion. Insights help improve screen prompts and navigation, ensuring smoother and faster user transactions.

  1. How satisfied are you with the speed and efficiency of the ATM/self-service transaction?

  • This question focuses on evaluating the transaction speed and efficiency of ATMs or self-service terminals. The feedback helps pinpoint delays and streamline processes for quicker, more seamless banking interactions.

  1. How satisfied are you with the availability of the services available at the ATM/self-service banking terminal?

  • This question examines customer satisfaction with the range of services offered at ATMs or self-service terminals. Feedback highlights gaps in functionality, enabling banks to expand offerings and better meet customer needs.

  1. How likely are you to recommend our ATM/self-service banking options to others based on your experience?

  • This question leverages Net Promoter Score (NPS) to assess the likelihood of customers recommending your ATM or self-service banking options. It identifies areas of improvement and highlights opportunities to enhance customer satisfaction and trust.

  1. Please share any additional feedback or suggestions you have.

  • This open-ended question invites customers to share detailed feedback or suggestions about their ATM or self-service banking experience. It uncovers unique insights and ideas for improving functionality and user satisfaction.

How to Use the Bank Customers Feedback Survey

Follow these steps to effectively use the ATM and Self-Service Banking Feedback Form template to gather insights and improve services for self-service resources.

1. Access the Template

  • Click on edit this template , sign up with your details and you can directly start using the template in a minute. Alternatively, you can log in to Zonka Feedback and select the ATM and Self-Service Banking Survey Template from the survey templates library for quick setup.

2. Customize the Template

  • Tailor the questions to align with specific goals, such as evaluating transaction efficiency or clarifying instructions.

  • Add logos, colors, and fonts to incorporate your organization's branding and make the survey look professional and trustworthy.

3. Choose Distribution Channel

  • Decide on distribution methods like SMS, email, or QR codes to ensure maximum reach to your customers.

  • For physical banking locations, deploy the survey through kiosks or print QR codes on receipts for easy customer access.

4. Preview and Launch the Survey

  • Carefully preview the survey to ensure all questions are relevant and visually appealing across devices.

  • Conduct a test run with a small audience to verify its flow and functionality before launching it to a wider audience.

5. Monitor Feedback and Analysis

  • Regularly monitor real-time responses to identify customer pain points, such as transaction errors or unclear instructions.

  • Use Zonka Feedback’s advanced reporting tools to analyze trends, measure satisfaction levels, and prioritize actionable improvements for your services.

How to Send the Customer Experience Survey

Choose the right channels to distribute your survey effectively, and collect customer feedback ensuring maximum reach and actionable feedback from your customers.

1. Survey Links

  • Share a unique survey link with customers to gather feedback on ATM and self-service banking experiences. This flexibility ensures accessibility for customers across various platforms and devices.

2. Websites and Web Apps

  • Collect feedback directly from users with website surveys during their interaction with online banking or self-service portals. This helps identify real-time issues in transaction processes or service usability.

3. Email

  • Distribute personalized email surveys after specific ATM or self-service banking transactions. This ensures feedback is timely and directly relevant to the customer's recent experience.

4. SMS

  • Send short and easy-to-complete surveys via SMS surveys to gather quick responses about ATM and self-service banking transactions. This channel captures feedback from customers immediately after they complete a transaction.

5. In-App Mobile SDK

  • Embed surveys within your banking app to collect feedback from users on specific interactions, such as a failed transaction or navigating self-service options. This ensures feedback is contextual and precise.

6. Offline, Mobile, and Kiosks

  • Capture in-the-moment feedback at ATMs or self-service terminals using kiosks, offline surveys, or mobile devices. Offline functionality ensures no feedback is lost, even in locations with limited connectivity.

Strategic Placement and Timing for Effective Survey Collection

Place the survey at key customer touchpoints, such as ATMs, mobile apps, and kiosks, to gather precise and timely feedback. Align survey timing with transactions to ensure relevant insights.

1. At Physical ATM Locations

  • On ATM Screens: Place the survey directly on ATM screens immediately after a transaction is completed. This allows customers to provide feedback while their experience is fresh, ensuring accurate and relevant responses. A brief, user-friendly survey can be displayed, with an option to skip for those in a hurry.

  • Via QR Codes at the ATM: Display QR codes prominently on ATM machines for customers to scan and complete the survey later at their convenience. This method works well for customers who may not have time to provide feedback on-site but wish to share their experience later.

2. On Banking Apps

  • Post-ATM Locator Use: Trigger the survey in the banking app after a user searches for and visits an ATM location. Asking for feedback about the ATM's availability, functionality, and location helps capture valuable insights into customer satisfaction with the locator feature.

  • After App-Logged ATM Transactions: Initiate the survey after a user completes an ATM-related transaction logged through the app, such as a withdrawal or deposit. Timing the survey post-transaction ensures the feedback is relevant to the service provided and improves data accuracy.

3. On Transaction Receipts

  • Printed Receipt: Include a survey invitation or QR code on printed ATM receipts. This ensures customers can share their feedback about their experience at a later time, providing flexibility while still linking the feedback to the specific transaction.

  • E-Receipts via Email or SMS: Embed the survey link in electronic receipts sent via email or SMS after a transaction. This is an excellent way to collect feedback while maintaining an environmentally friendly approach and catering to tech-savvy customers.

4. In Branches with Kiosks or Self-Service Machines

  • Embedded in Kiosk Interfaces: Place the survey within the kiosk interface, making it accessible right after customers complete their transactions. This ensures the feedback is immediate and relevant to the self-service experience. Ensure the survey is short and easy to complete to encourage participation.

  • Via Tablets or Screens in Branches: Provide tablets or screens in branches for customers to share feedback about their self-service experiences. Timing the survey immediately after customers use the kiosk or self-service machine helps capture detailed insights into usability and satisfaction.

Perfect Timing for Taking the Survey

  • Immediately After Transactions: The most effective time to request feedback is immediately after a transaction, whether at an ATM, via the app, or in-branch. This ensures the experience is fresh with a deeper understanding in of the customer’s mind.

  • Within 24 Hours: If immediate feedback is not feasible, sending the survey within 24 hours of the transaction ensures relevance while giving customers flexibility to respond at their convenience.

  • Linked to Specific Actions: Timing the survey based on actions like using an ATM locator or receiving a receipt ensures feedback is directly tied to a specific service, leading to more actionable insights.

Maximizing the Use of the Template

Leverage this template to address specific ATM-related issues, optimize services, and enhance customer satisfaction by gathering actionable feedback at key touchpoints across various aspects.

1. Pinpoint Issues with Specific ATMs

  • Use customer feedback to identify recurring problems with specific ATM locations, such as machine downtime, cash shortages, or transaction failures.

  • Targeted insights from the survey allow banks to quickly address these issues, ensuring reliable service and maintaining customer trust through mobile banking apps.

2. Optimize ATM Placement

  • Gather data on customer satisfaction related to the convenience of ATM locations. Feedback on factors like accessibility, safety, and proximity helps identify underperforming or overutilized ATMs.

  • Use these insights to make data-driven decisions about relocating or adding ATMs in high-demand areas, enhancing service coverage.

3. Personalize Customer Engagement

  • Analyze feedback to understand individual preferences and tailor experiences, such as offering personalized prompts or services based on frequent transaction types.

  • Use the insights to create more customer-centric banking experiences, reinforcing loyalty and satisfaction with self-service banking options.

4. Enhance ATM Accessibility

  • Collect feedback on physical accessibility features such as ramps, touchscreens, or braille keypads, ensuring compliance with accessibility standards.

  • Address feedback regarding location safety, lighting, or hours of operation to make ATMs more accessible and user-friendly for all customers.

Key Features of the Feedback Survey

This template offers powerful features designed specifically for collecting actionable feedback on ATM and self-service banking experiences. Leverage these capabilities to address customer concerns, improve transaction efficiency, and enhance overall satisfaction.

1. Tailored Questions for ATM Feedback

  • Design questions specifically to evaluate ATM and self-service banking performance, such as transaction speed, machine usability, and service availability.

  • Zonka Feedback’s flexible survey builder allows you to customize questions to capture precise feedback related to banking operations.

2. Multi-Channel Distribution for Customer Reach

  • Share surveys through digital channels like email, SMS, mobile apps, QR codes, and kiosk screens to reach customers wherever they interact with your services.

  • Zonka Feedback’s multi-channel options ensure you gather input from ATM users, app-based transactions, and in-branch kiosks and other online channels.

3. Real-Time Feedback for Immediate Action

  • Collect real-time responses directly after ATM or self-service interactions to identify and resolve issues like machine errors or poor accessibility.

  • Zonka Feedback’s live reporting dashboard empowers businesses to act swiftly on customer concerns, ensuring high satisfaction.

4. In-depth analytics for Service Optimization

  • Analyze specific feedback trends related to ATM performance, such as downtime, transaction failures, or service accessibility.

  • Zonka Feedback’s AI-powered analytics deliver actionable insights, helping banks prioritize improvements and enhance operational efficiency.

5. Seamless Integration with Banking Tools

  • Integrate the survey with CRMs like Salesforce and helpdesks like Zendesk to centralize customer feedback and automate service resolutions.

  • Zonka Feedback’s integrations ensure follow-ups on feedback are timely and effective, driving improvements in the customer journey.

6. Offline and Kiosk Capabilities

  • Deploy surveys on offline ATMs and self-service kiosks to capture immediate feedback, even in areas with limited connectivity.

  • Zonka Feedback’s offline sync ensures all responses are stored and uploaded once the connection is restored, minimizing data loss.

7. White-Label Branding for Trust

  • Add your bank’s logo, colors, and branding to the survey for a cohesive and professional presentation.

  • Zonka Feedback’s white-label features make the survey a seamless extension of your banking services, building customer confidence.

8. Automated Survey Triggers

  • Automatically send surveys after ATM transactions, app-based activities, or service interactions to capture timely and relevant feedback.

  • Zonka Feedback’s workflow automation ensures surveys are triggered at the right moment, boosting response rates and data accuracy.

By using this ATM and Self-Service Banking Feedback Template, financial institutions can gather precise insights to improve service efficiency, address customer concerns, and enhance overall banking experiences. Zonka Feedback empowers you with advanced features like real-time reporting, multi-channel distribution, and seamless integrations, making it easier to collect, analyze, and act on feedback. Start using this template today to deliver exceptional self-service banking experiences and build stronger customer relationships.

FAQs on the Atm and Self-Service Banking Feedback Form Template

  • Can this template be used to evaluate different types of ATMs or self-service machines?

    Yes, this template is versatile and can be customized to gather feedback on various types of ATMs or self-service banking terminals, including cash deposit machines and multi-function kiosks.

  • How can I address low response rates for surveys at ATMs?

    Use short and focused questions, ensure the survey is easy to complete on-site, and provide alternative ways to respond, like QR codes for later access.

  • Can the template track feedback trends over time for specific ATM locations?

    Absolutely. Zonka Feedback provides advanced reporting tools that allow you to monitor trends and compare customer satisfaction across different ATM locations or service terminals.

  • How does the template ensure accurate feedback from customers?

    By aligning surveys with specific transactions and incorporating clear, targeted questions, the template helps ensure feedback is relevant and directly linked to customer experiences.

  • Can the survey help identify specific technical issues with ATMs?

    Yes, by including questions about transaction errors, machine downtime, or usability, the survey can uncover recurring technical problems that need resolution.

  • What languages can the template support for diverse customer bases?

    The template supports multiple languages and can be customized with Zonka Feedback’s multilingual survey feature to cater to a global or regional audience.

  • Is it possible to include follow-up actions based on the survey responses?

    Yes, you can set up automated workflows in Zonka Feedback to trigger follow-up actions, such as alerts for unresolved issues or thank-you messages for positive feedback.

  • How secure is customer data collected through this survey?

    Zonka Feedback adheres to strict data privacy standards, including GDPR compliance, ensuring all customer feedback is securely stored and managed.

  • Can I measure how well the ATM locator feature meets customer customerneeds using this template?

    Yes, you can add questions related to the ATM locator experience to evaluate its effectiveness in helping customers find and use ATMs conveniently.

  • Can I try this template for free?

    Yes, Zonka Feedback offers a free trial for 14 days to allow its users to try any survey template for free and evaluate how it helps businesses collect valuable feedback and work on it to improve customer experience and enhance business growth.

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